Representing Educating Connecting Serving
Independent Financial Advisors
for over 30 years

Voice at the table We have a voice at the table when policy decisions impacting your business are discussed.
Insurance coverage Get coverage through our Errors & Omissions insurance program, specifically tailored for independent brokers, MGAs, and dealers.
Regulatory changes Stay on top of regulatory changes, compliance requirements, and news from the Canadian financial services sector.
Saving money Our members save money on the products and services that support financial services businesses.
Continuing education We provide financial advisors with the Continuing Education credits they need to stay knowledgeable and licensed.

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Upcoming events


IFB 2017 BC Fall Summit

Oct 12th 2017
Vancouver, British Columbia

Strengthen your knowledge of the Canadian financial services sector while meeting industry experts and other advisors like

Details & register

IFB 2017 Toronto Fall Summit

Nov 7th to Nov 8th, 2017
Mississauga, Ontario

Further your understanding of the financial services landscape by hearing from speakers and organizations that know the

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IFB 2017 Alberta Fall Summit

Nov 23rd 2017
Calgary, Alberta

IFB brings seasoned professionals and industry expects face-to-face with independent brokers at our Alberta Summit. Brokers

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IFB 2017 Saskatoon Financial Advisor Forum

Oct 3rd 2017
Saskatoon, Saskatchewan

Earn continuing education credits, speak with financial services experts, and meet fellow brokers in your area. IFB’s

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Latest industry news


17th Aug 2017

IFB Staff

IFB President, Scott Findlay to sit on OSC Panel RE: Capping or standardizing trailing commissions

OSC Announces Agenda for Roundtable on Option of Discontinuing Embedded Commissions TORONTO – The Ontario Securities Commission (OSC) today announced the agenda and list of panellists for the upcoming roundtable to discuss Canadian Securities Administrators (CSA) Consultation Paper 81-408 Consultation on the Option of Discontinuing Embedded Commissions. The roundtable is being held as part of the CSA’s ongoing consultation on the possible impacts of discontinuing embedded commissions. The event will include three panel discussions, each of which will explore a different alternative to the option of discontinuing embedded commissions and discuss the extent to which the alternative may address the CSA’s concerns with respect to embedded commissions. To read the full article, please click HERE.  

Full article

2017 Member Resources Now Available

Get unlimited access to customizable documents, templates, and forms for your business. Members have 24/7 access to all IFB members resources at no extra charge. Login and download our latest resources today.

About IFB


We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.

We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.

I personally want to invite you to become a member of our expanding organization.

Sincerely
Nancy Allan, Executive Director